Your Company PEO contract and/or proposals and any amendments to the contracts
The detail payroll records (cumulative year to date information) for the first and last payroll for the past two years. (We are HIPAA compliant, we don't collect personal or corporate IDs/SS#)
The detail payroll records (cumulative year to date information) for the first and most recent payroll for the current year.
The invoice and cost detail from the company's PEO for the corresponding payrolls from above (first and last invoice and cost detail from payrolls of the last two years and the first and most recent invoice and cost detail from the current year).
Description of health insurance plan and rates
Any additional information regarding your relationship status with your PEO.
Loss experience currently valued if in a claims sensitive plan